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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
QuickBooks records all your customer transactions but doesn’t distinguish between new customer revenue and expansion revenue from existing accounts.
Here’s how to analyze customer transaction history and identify expansion revenue patterns for accurate SaaS reporting.
Track customer expansion revenue using Coefficient
Coefficient imports historical customer data from QuickBooks and enables time-series analysis to identify revenue growth from existing customers.
How to make it work
Step 1. Import historical customer transaction data.
Use Coefficient’s date-based filtering to pull Invoice and Sales Receipt data across multiple time periods for the same customer base. This creates the foundation for comparing revenue changes over time.
Step 2. Map customer transactions with automatic ID linking.
Import Customer and Invoice data with automatic ID mapping to track revenue changes per customer account. Use the Objects & Fields method to access line-item details that show upsells and cross-sells.
Step 3. Set up time-series comparison analysis.
Create automated imports with different date ranges to compare current period revenue vs. previous periods by customer. Look for new product additions and subscription tier upgrades in QuickBooks invoice amounts.
Step 4. Build expansion revenue calculations.
Create formulas that identify revenue increases from existing customers, new product purchases by current customers, and subscription plan upgrades. Focus on transaction-level granularity to distinguish expansion from new sales.
Measure customer growth accurately
Understanding expansion revenue helps you optimize customer success strategies and forecast growth from your existing base. Start tracking expansion revenue from your QuickBooks data.
